QUANT SECTION: 30th JULY 2026

▪️ FUTURES
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• Gift Nifty: 24,211, down 92 pts vs Nifty Fut close of 24,303
• Dow Future: 51,902, up 137 points
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▪️ FUND FLOWS (RS CR)
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Cash Market
• FII's: +2982
• DII's: +998
FII's in F&O
• Index Futures: +1,711.14 Cr (+10.8k lots)
• Nifty: +1,625.70 Cr (10.3k lots of buying)
• Bank Nifty: +97.65 Cr (568 lots of buying)
• Index Options: +6,895.88 Cr
• Stock Futures: +3,263.12 Cr (62.2k lots of buying)
• Stock Options: +310.66 Cr
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▪️ LEVELS
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• Nifty CMP: 24,250 (20 EMA: 24,049 / 252 EMA: 24,437)
• Bank Nifty CMP: 57,206 (20 EMA: 57,298 / 252 EMA: 56,213)
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▪️ F&O STOCKS IN BAN
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• Stocks in ban – Nil
• New addition in ban – Nil
• Stocks exit from ban – Nil
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▪️ TOP GAINERS (NIFTY 500)
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• PCBL (366) (+14.9%)
• KAYNES (3,639) (+12.7%)
• PARADEEP (157) (+12.4%)
• FSL (294) (+11.6%)
• SWIGGY (287) (+7.0%)
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▪️ TOP LOSERS (NIFTY 500)
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• J&KBANK (155) (-12.8%)
• PHOENIXLTD (1,911) (-5.6%)
• PINELABS (145) (-5.4%)
• SUMICHEM (502) (-5.0%)
• CUB (229) (-3.9%)
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▪️ HIGH DELIVERY % FOR STOCKS BETWEEN 500 – 20K CR M-CAP
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•⁠ ⁠KPIT Technologies – 5.1x Avg monthly volumes
•⁠ ⁠Paradeep Phosphates – 6.8x Avg monthly volumes
•⁠ ⁠The Jammu & Kashmir Bank – 4.0x Avg monthly volumes
•⁠ ⁠PCBL Chemical – 7.4x Avg monthly volumes
•⁠ ⁠Jana Small Finance Bank – 3.7x Avg monthly volumes
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▪️ COMMENTS
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• Long Build-Up: 74 stocks saw an increase in OI and price, suggesting a build-up of long positions. Major ones: LUPIN, RBLBANK, MFSL, ASIANPAINT, KPITTECH, etc.
• Short Build-Up: 35 stocks saw an increase in OI and a drop in price. Major ones: ADANIPORTS, SUZLON, MARICO, VMM, BEL, etc.
• Short-Covering: 76 stocks saw short-covering, where OI decreased with a price increase. Major ones: HINDUNILVR, TVSMOTOR, VBL, PAYTM, LT, etc.
• Long Unwinding: 23 stocks saw a decline in open interest (OI) along with a fall in price, indicating long unwinding. Major ones: M&M, ANGELONE, NHPC, BAJAJFINSV, PNBHOUSING, etc.
• Nifty Index: The bullish momentum remains intact as long as the index holds above the 24,000 support zone. A decisive breakout above 24,368—coinciding with the 200-day EMA—would confirm strengthening momentum and open the door for an advance towards the 24,500–24,600 zone.
• Fed Effect: The Fed's decision to hold rates was overshadowed by a more hawkish policy message. A rare 9–3 split vote, with three officials favoring an immediate rate hike, signaled rising concerns over persistent inflation. Bond markets reacted swiftly, driving the 10-year Treasury yield towards 4.70% and the 30-year yield to 5.20%, its highest since 2007, as investors reduced expectations of near-term rate cuts.
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▪️ BLOCK / INSIDER TRADES
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• Go Digit General Insurance: ICICI Prudential Mutual Fund acquired a 0.61% stake.
• TIL: Singularity Equity Fund increased its stake in the company.
• KPIT Technologies: Massachusetts Institute of Technology sold a 1.45% stake.
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▪️ IMPORTANT EVENTS TODAY
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• Results: AARTIIND, APOLLOPIPE, BAJFINANCE, CHAMBLFERT, EXIDEIND, FILATEX, HYUNDAI, IRFC , LICHSGFIN, M&M, MANKIND, MAZDOCK, NUVAMA, SWIGGY, TATASTEEL, THERMAX, TORNTPHARM, UEL, VEDL, etc.
• US Advance GDP q/q
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▪️ ANY INTERESTING STOCKS ON TECHNICAL BASIS?
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• Poonawalla Fincorp (₹481): The recent consolidation has established ₹450 as a solid demand zone. A decisive move above ₹500 would signal the end of the consolidation phase and could drive the stock towards its lifetime high of ₹570.
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TEAM OMKARA
www.omkaracapital.in

Disclaimer: This does not construe to be an investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only.